Do you have sufficient access to capital for unexpected emergencies and life-changing events?
Have you insured your most important resource (yourself) in the event you could not work again?
Would your family manage if you were to die; And do you have a roadmap (Will) in place to provide certainty?
What about if you need long term care from a disease or disability, would your medical bills be covered?
Do you always want to work because you must, or because you want to; What happens when you retire?
Have you put a roadmap (Will) in place to provide certainty for your loved ones in the event of your death?
This is much more to a planning session about your future than a boring meeting about investments or economics or the stock market. What you end up with is a shared visiaon of your future, agreement about your goals, a benchmarking of your current financial situation, and perspective about the impact of having your entire financial house in order.
Getting an independent viewpoint of where you stand currently, where you would like to be in the future, and whether you will be able to reach these goals is invaluable.
You will know exactly what you need to do to have the highest probability of achieving your goals and mitigating risks that could prevent you from achieving them.
We have partnered with Nexus Fiduciary Services – Find out more here: nexusfiduciaryservices.co.za
Let’s take the first step together toward your financial freedom. We are here every step of the way.
At Nexus Independent Financial Professionals we focus on making your dreams a reality by making the complex decisions around Financial Planning simple.
